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Portfolio (Quarterly) Guide ↗

Graves Light Lenhart Wealth, Inc.

· CIK 0001759803
13F Portfolio $1.1B AUM 203 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 15 New 54 Added 66 Reduced 3 Exited
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EOG EOG RES INC Energy 7,076.0 $918K 0.09% -60.0 -0.8% $129.73 +17.3%
42 PEP PEPSICO INC Consumer Defensive 6,636.0 $899K 0.08% -36.0 -0.5% $135.40 +4.9%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 3,003.0 $844K 0.08% -236.0 -7.3% $281.18 -16.9%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 19,051.0 $807K 0.07% -855.0 -4.3% $42.34 +16.2%
45 MCD MCDONALDS CORP Consumer Cyclical 2,814.0 $761K 0.07% -46.0 -1.6% $270.30 -0.4%
46 AMAT APPLIED MATLS INC Technology 1,028.0 $743K 0.07% -149.0 -12.7% $723.00 -31.4%
47 VHT VANGUARD WORLD FD 2,348.0 $702K 0.07% -36.0 -1.5% $299.05 +8.2%
48 KO COCA COLA CO Consumer Defensive 8,503.0 $691K 0.06% -772.0 -8.3% $81.27 +11.4%
49 KBE SPDR SERIES TRUST 9,367.0 $639K 0.06% -1K -12.5% $68.22 +0.6%
50 IBB ISHARES TR 3,288.0 $625K 0.06% -355.0 -9.7% $190.17 +10.9%
51 SLB SLB LIMITED Energy 10,973.0 $510K 0.05% -600.0 -5.2% $46.49 +15.2%
52 CMI CUMMINS INC Industrials 640.0 $456K 0.04% -23.0 -3.5% $713.21 -16.8%
53 AIVL WISDOMTREE TR 3,325.0 $436K 0.04% -82.0 -2.4% $131.13 +2.3%
54 IXN ISHARES TR 2,931.0 $423K 0.04% -69.0 -2.3% $144.48 -3.7%
55 AMGN AMGEN INC Healthcare 1,114.0 $403K 0.04% -91.0 -7.5% $362.12 +19.8%
56 T AT&T INC Communication Services 18,430.0 $382K 0.04% -460.0 -2.4% $20.70 +21.5%
57 GS GOLDMAN SACHS GROUP INC Financial Services 376.0 $380K 0.04% -42.0 -10.1% $1011.22 -0.9%
58 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 752.0 $359K 0.03% -188.0 -20.0% $477.57 -12.9%
59 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,186.0 $348K 0.03% -133.0 -10.1% $293.30 +2.4%
60 ABT ABBOTT LABORATORIES Healthcare 3,455.0 $314K 0.03% -1K -22.8% $90.74 +25.8%
Page 3 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.0%
Communication Services 19.4%
Financial Services 16.9%
Consumer Cyclical 9.0%
Consumer Defensive 7.5%
Healthcare 7.1%
Energy 7.1%
Industrials 5.2%
Utilities 3.6%
Basic Materials 0.2%